Would you like to improve the effectiveness of your SME's sales team? Learn how you can increase it by 50% with Zoho CRM.

CRMs should be part of your digital transformation strategy, especially for SMEs.

These software can provide specific customer behavior data, helping to enhance sales and business profitability.

According to Harvard Business Review, acquiring a new customer is between 5 and 25 times more expensive than retaining an existing one. Hence, the best strategy is to sell other services and products to existing customers rather than solely pursuing new ones.

CRMs simplify this process by automating customer management with impressive effectiveness rates. In fact, teams report a 50% improvement in sales when using a CRM. Zoho CRM, with its robust and scalable alternative, will assist you in achieving your business goals.

But what is a CRM, and how can it benefit your business in the era of digital transformation?

What is a CRM?

CRM or Customer Relationship Management is software that provides support for customer management in a company. It offers solutions for handling pre-sales, sales, post-sales, and cross-selling (other products and services to the same customer).

It consolidates all customer interactions with your company into a single database, providing valuable information about their behavior and solutions to enhance satisfaction and loyalty.

How can a CRM benefit a SME?

You might think that a CRM is only for large companies that can afford custom software development, and that using an Excel spreadsheet is good enough for a SME. However, as your customer base grows, relying on a spreadsheet becomes inefficient and chaotic.

According to the Pareto Principle, 20% of your customers generate 80% of your revenue. To make the most of this, you need to know your customers better. What are their aspirations, motivations for buying, which products or services they chose, and what can complement their purchase? Have they presented any complaints, and how were they resolved? Are there any open deals, pending orders, or proposals? When was the last time you spoke with the customer? All this information is impossible to gather in an Excel sheet.

In the digital transformation era, information is power, and response time is crucial. The hours spent manually inputting data can be used to create new and better strategies that help grow your business.

Today, even one-person companies can serve customers worldwide. The automation of sales processes makes small businesses appear larger, with thousands or even millions of customers worldwide. How can you efficiently handle all this work? A CRM does it for you.

As you know, retaining a recurring customer is more cost-effective than acquiring a new one. With a CRM, you can increase sales while reducing costs, as it enhances customer satisfaction and loyalty, resulting in lower investments.

Why Zoho CRM?

Zoho CRM has been in the market for over 15 years and is used by companies ranging from SMEs to the largest corporations worldwide in at least 20 countries, including the United States, Mexico, Spain, countries in Latin America, and Asia. It has received multiple awards for providing the best user experience.

Zoho CRM includes features such as sales automation and tracking, conversion management, forecasting, productivity tools, advanced email management, call logging, and much more.

It supports 25 languages, including English, Spanish, German, French, and Chinese. The mobile application is compatible with iOS and Android operating systems, enabling your team to access and update activities from anywhere.

It offers a base storage of up to 1GB. However, you can expand this limit by purchasing 5GB for $4, with a maximum of up to 200GB.

Main Features of Zoho CRM

This CRM is a powerful and flexible software that you can use for many functions. Among them are:

• Integration of forms on websites, for capturing prospect data without the need for coding knowledge.
• Live chat. You can communicate with website visitors to resolve any doubts or speed up the sales closing process.
• Customer segmentation based on demographic data, product interests, and other criteria.
• It also allows you to track social media activity of potential customers on platforms like Twitter, Facebook, and LinkedIn, and classify their profiles.
• Automatic distribution of customers to sales representatives based on geography or rules set by your sales team.
• Its scoring system helps distinguish between buyers and visitors not ready to convert.
• Integration with other popular applications like Slack, Trello, Zapier, Office 365, and G Suite.
• Management of multiple communication channels, including emails, phone calls, and web conferences.
• Supports collaborative work, project management, and team communication.
• Measures the effectiveness of digital advertising campaigns through Google Ads or emails.
• Generates reports for monitoring every aspect of your business's sales process in minutes.

What advantages does Zoho CRM offer?

Zoho offers multiple advantages compared to its competitors:

Price:

Zoho CRM provides 4 pricing plans that cater to different stages of your business's growth. Prices range from $18 to $55 per month with monthly billing, and a 20% discount is available for annual billing. Additionally, it offers a free edition with registration for three users, basic lead management, documents, and mobile apps for you to start and test its effectiveness.

Cloud-based Service:

With Zoho CRM, you can work from anywhere with 24/7 availability. This reduces operational costs, as there is no need to invest in specialized equipment, software, or qualified staff to implement such a system. Your sales team can be distributed worldwide, even working from home, and still achieve the necessary productivity to reach your goals.

Technical Support:

Zoho CRM provides 24-hour technical support, including Spanish-speaking assistance, to address any issues promptly. Many CRM software on the market offer technical support, but language can be a barrier, especially for Spanish-speaking SMEs. Zoho also partners with certified companies worldwide to assist with implementation, migration, and training.

User-Friendly:

Zoho has made significant efforts to simplify its functionalities, making them accessible and intuitive for all types of users.

It acknowledges that users need not be technology experts, and thus aims to ensure maximum ease of use for this CRM.

Conclusions

A CRM is software that allows businesses to manage prospects or customers to increase sales with processes focused on satisfaction and loyalty.

Using a CRM helps increase the sales team's effectiveness by 50%.

A small or medium-sized enterprise (PyME) benefits from CRM by automating sales processes, saving time, and money, and expanding reach, regardless of organization size.

Zoho CRM is a cloud-based service, enabling digital transformation by connecting from anywhere in the world.

Zoho CRM offers a wide range of features, user-friendly, and available in over 20 languages.

It provides customizable plans with accessible prices, suitable for any stage of business growth.

Zoho recently launched a smaller CRM solution called Bigin, based on a sales funnel, targeting companies with fewer requirements. Learn more about this alternative.

 

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